+1,182.4%
URI vs BLDR
+554.2%
+628.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.6% | +2.5% | +0.2% |
| 7D | -6.0% | -1.1% | -4.9% | -5.9% |
| 30D | +4.6% | +19.1% | -14.5% | -5.4% |
| 3M | -2.7% | -12.6% | +9.9% | +1.9% |
| 6M | +18.4% | -18.7% | +37.1% | +26.0% |
| YTD | +37.4% | -38.8% | +76.2% | +66.3% |
| 1Y | +30.4% | -41.2% | +71.6% | +60.3% |
| 3Y | +147.9% | -49.4% | +197.3% | +207.6% |
| 5Y | +202.1% | -6.0% | +208.0% | +154.6% |
| 10Y | +1,182.4% | +523.1% | +659.4% | +317.6% |
| All | +1,182.4% | +554.2% | +628.3% | +317.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded BLDR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling